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ASIANPAINT: Dividend Plans And Earnings Will Shape A Balanced Near-Term Outlook

India Urbanization And Affordable Housing Will Open New Opportunities

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ASIANPAINT
AnalystConsensusTarget
Not Invested
Published 24 Nov 2024

Update shared on 11 Dec 2025

Fair value Increased 2.06%
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AnalystConsensusTarget's Fair Value
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1Y
18.8%
7D
-0.7%

Analysts have modestly raised their fair value estimate for Asian Paints to ₹2,803 from ₹2,746, citing a slightly lower discount rate, broadly stable long term growth and margin assumptions, and a marginally higher future P E multiple.

What's in the News

  • The Board of Directors approved an interim dividend of INR 4.50 per equity share of face value INR 1 for the financial year ending 31 March 2026, with a record date of 18 November 2025 and payment on or after 27 November 2025 (company filing).
  • A board meeting is scheduled for 12 November 2025 to approve audited standalone and unaudited consolidated financial results for the quarter and half year ended 30 September 2025, and to consider declaration of an interim dividend (company filing).

Valuation Changes

  • Fair Value Estimate has risen slightly to ₹2,803 from about ₹2,746, reflecting a modest upward revision in intrinsic value.
  • The discount rate edged down slightly to around 13.36 percent from about 13.38 percent, supporting a marginally higher valuation.
  • Revenue growth eased fractionally to roughly 9.50 percent from about 9.51 percent, indicating an essentially unchanged growth outlook.
  • Net profit margin dipped very slightly to about 12.74 percent from roughly 12.74 percent earlier, implying stable long-term profitability assumptions.
  • Future P/E increased modestly to about 67.9x from around 66.6x, contributing to the incremental uplift in the fair value estimate.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.